Fundamental Research Analyst

1 week ago


Mumbai, India Orizzonte Consulting Full time

We have Job opening with our Clients a leading Stock broking company in Mumbai for Fundamental Research Analyst.

JD is given below. 

Job description* - Fundamental Research 

 Analyst


Roles and Responsibilities 

 

1. The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identifying alpha opportunities and risks; to justifying the investment thesis to our institutional clients.


2. The analyst will be responsible for executing the following task and taking ownership to achieve the above objective(s):

a. Create and maintain company operating, earnings forecasts and valuation models;


b. Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities


c. Write research reports for coverage initiations, data analysis, earnings results, and industry news to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations;


d. Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients).


e. You will be expected to maintain a protocol for escalating emerging news across the coverage and respond to corporate actions, special situations, events, and model validation.


F. Build relationships with investor relations teams of your portfolio companies. This may involve some travel.


3. The analyst will also interact with institutional investors, communicating investment research and responding to models and ad-hoc analysis requests.


4. The analyst will maintain a public image for the firm at conferences/events and maintain active participation in investor conference calls. Communicate the company's research, build its brand and refer potential new clients.

 Desired Candidate Profile

CA or CFA or MBA - Finance (MUST)


With minimum experience of 2-3 years in Institutional Research 


Advanced Excel proficiency. 2-4 years of practical experience using Excel to build and maintain financial models. (MUST)


Platform experience within Bloomberg or CAPITAL IQ.


Experience writing in a professional capacity, e.g., crafting equity research notes/correspondence; presentation and/or development of industry reports; strong powerpoint skills (MUST)

Proficiency for presenting and debating a point under pressure; Strong powerpoint skills are a must.

CTC up to Rs. 13 L


Specific experience for FUNDAMENTAL RESEARCH ANALYST ONLY. Only Market Research Analyst is not sufficient.


Read properly then only apply for FUNDAMENTAL RESEARCH ANALYST position.




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